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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD, SUITE 850 · ATLANTA, GA 30339 | Actuarial | $50,856 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCE, INC. Service code 13 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $33,000 |
Filed as: ROBIEN, URANN, SPENCER, PICARD... Service code 29 2540 SEVERN AVE, SUITE 400 · METAIRIE, LA 70002 | Legal | $18,321 |
RTW FINANCIAL ADVISORS2+ years Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY, SUITE 530 · DALLAS, TX 75254 | Advisory (Plan) | $15,000 |
Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $11,270 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 8.00% | 3.12%+4.9pp | 4.16%+3.8pp | 4.56%+3.4pp |
| Employer contribution / active EE | $5,956 | $10,957-45.6% | $29,966-80.1% | $15,526-61.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |